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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,009 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 329 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
+5
Holders Change %
+0.5%
% of All Funds
14.59%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.49%
New
72
Increased
328
Reduced
329
Closed
55
Calls
$7M
Puts
$610K
Net Calls
+$6.39M
Net Calls Change
-$461K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$104M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.3M
3
Ameriprise
Ameriprise
Minnesota
+$33.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$29.3M
5
CAM
Congress Asset Management
Massachusetts
+$23.8M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$87.3M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$80.1M
3
SFC
Strategic Financial Concepts
Texas
-$74.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.1M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
501
Standard Family Office
South Dakota
$678K – – –
HWM
502
HB Wealth Management
Georgia
$677K – – –
WLPWM
503
Walled Lake Planning & Wealth Management
Illinois
$676K +$35.5K +303 +6%
SI
504
Saxon Interests
Texas
$673K -$1.1M -9,389 -62%
MCM
505
Manchester Capital Management
Vermont
$668K – – –
FI
506
FWG Investments
Kentucky
$667K -$96.3K -821 -13%
PWM
507
Perigon Wealth Management
California
$664K +$7.16K +61 +1%
Lazard Asset Management
508
Lazard Asset Management
New York
$663K – – –
IAG
509
Investmark Advisory Group
Connecticut
$661K +$32.4K +276 +5%
CIM
510
Contravisory Investment Management
Massachusetts
$659K +$2.11K +18 +0.3%
RA
511
Ruggaard & Associates
Ohio
$657K – – –
BAM
512
Belpointe Asset Management
Nevada
$656K +$96.8K +825 +17%
NAM
513
NTV Asset Management
West Virginia
$651K – – –
FWTB
514
First Western Trust Bank
Colorado
$649K +$27.2K +232 +4%
OFG
515
Oxford Financial Group
Indiana
$641K – – –
RWM
516
Rockwood Wealth Management
Pennsylvania
$639K +$12.7K +108 +2%
HSA
517
HBK Sorce Advisory
Pennsylvania
$639K -$36.7K -313 -5%
AIM
518
Allen Investment Management
New York
$638K – – –
RPC
519
Rossmore Private Capital
Connecticut
$637K – – –
RIS
520
Retirement Income Solutions
Michigan
$635K – – –
DT
521
Diversified Trust
Tennessee
$635K -$104K -884 -14%
HH
522
Hilltop Holdings
Texas
$633K -$1.35M -11,538 -68%
OIA
523
OneDigital Investment Advisors
Kansas
$626K +$13.1K +112 +2%
WKSWA
524
White Knight Strategic Wealth Advisors
New Jersey
$625K -$117 -1 -0%
RTL
525
Red Tortoise LLC
Georgia
$623K -$469 -4 -0.1%
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